Research analysts who have asked questions during Valens Semiconductor earnings calls.
Wei Mok
Oppenheimer & Co. Inc.
3 questions for VLN
Also covers: VECO
Neil Young
Needham & Company
2 questions for VLN
Also covers: MRAM, MTSI, SKYT +1 more
QB
Quinn Bolton
Needham & Company, LLC
2 questions for VLN
Also covers: ALAB, ALGM, AMBA +22 more
Robert Lynch
Stonegate Capital Partners
2 questions for VLN
Also covers: BKSY, SKYH
SD
Sujeeva De Silva
Roth MKM
2 questions for VLN
Also covers: ACMR, AEVA, ALAB +16 more
David Storms
Stonegate Capital Partners
1 question for VLN
Also covers: ACOG, AMTX, ARLP +19 more
DF
Dustin Fowler
Oppenheimer & Co. Inc.
1 question for VLN
Kevin Cassidy
Rosenblatt Securities
1 question for VLN
Also covers: ADEA, AMBA, BTDR +13 more
SD
Sujeeva De Silva
ROTH Capital Partners
1 question for VLN
Also covers: SITM, WATT
SD
Suji Desilva
ROTH MKM
1 question for VLN
Also covers: ACMR, AEVA, AKTS +18 more
Recent press releases and 8-K filings for VLN.
VLN Reports Q3 2025 Results and Provides Q4 and Full-Year 2025 Guidance
VLN
Earnings
Guidance Update
- VLN reported Q3 2025 revenue of $17.3 Million, with $13.2 Million from Cross-Industry Business and $4.1 Million from Automotive.
- The company achieved a GAAP gross margin of 63.0% and an Adjusted EBITDA loss of $(4.3) Million in Q3 2025, resulting in a loss per share of $(0.07).
- For Q4 2025, VLN anticipates revenue between $18.2 Million and $18.9 Million, with a gross margin of 58.0% to 60.0% and an Adjusted EBITDA loss between $(4.6) Million and $(4.2) Million. The full-year 2025 revenue guidance is $69.4 Million to $70.1 Million.
- VLN's Automotive Total Addressable Market (TAM) is projected to reach $750 Million in 2025 and $4,500 Million by 2029, while the Industrial Machine Vision TAM is expected to be $250 Million in 2025 and $460 Million by 2029.
Nov 12, 2025, 1:30 PM
Valens Semiconductor Reports Strong Q3 2025 Results and Announces CEO Transition
VLN
Earnings
Guidance Update
CEO Change
- Valens Semiconductor reported Q3 2025 revenue of $17.3 million, exceeding its guidance range and marking the sixth consecutive quarter of growth.
- For Q3 2025, the GAAP gross margin was 63% and the adjusted EBITDA loss was $4.3 million, both performing better than guidance. The company concluded the quarter with $93.5 million in cash, cash equivalents, and short-term deposits.
- The company provided Q4 2025 revenue guidance of $18.2-$18.9 million and full-year 2025 revenue guidance of $69.4-$70.1 million.
- Gideon Ben-Zvi is stepping down as Chief Executive Officer, with Yoram Salinger assuming the role as of November 13, 2025.
- Key business developments include growing adoption of the VS3000 chipset in the POEV market, initial revenue for industrial machine vision anticipated by the end of 2026, and three OEMs launching VA7000-based endoscopies. The MIPI A-PHY standard in automotive gained momentum with new design wins and support from Sony and Samsung.
Nov 12, 2025, 1:30 PM
Valens Semiconductor Ltd. Reports Q3 2025 Financial Results and Share Repurchase Updates
VLN
Earnings
Share Buyback
M&A
- Valens Semiconductor Ltd. reported revenues of $17,335 thousand and a net loss of $(7,321) thousand for the three months ended September 30, 2025. For the nine months ended September 30, 2025, revenues were $51,222 thousand and the net loss was $(22,813) thousand.
- As of September 30, 2025, the company had repurchased a total of 3,302,194 shares for $10 million under a program initiated in December 2024, and 6,151,225 shares for $15 million under a second program initiated in February 2025.
- On May 31, 2024, Valens Semiconductor Ltd. completed the acquisition of Acroname Inc. for a total cash consideration of $9.1 million, with potential earnout payments up to $7.2 million. Acroname contributed $1,737 thousand in revenues and a net loss of $422 thousand to the consolidated results for the three months ended September 30, 2025.
- The company is addressing a customer claim for allegedly damaged chips, which initially amounted to $2,459 thousand. In June 2025, the provision for this claim was decreased by $323 thousand, and a final settlement involves the insurance company paying $1,726 thousand less a $250 thousand retention by Valens.
Nov 12, 2025, 12:06 PM
Valens Semiconductor Reports Q3 2025 Results and Appoints New CEO
VLN
Earnings
CEO Change
Guidance Update
- Valens Semiconductor reported Q3 2025 revenues of $17.3 million, exceeding its guidance, with a GAAP gross margin of 63.0% and an adjusted EBITDA loss of $(4.3) million.
- The company held $93.5 million in cash, cash equivalents, and short-term deposits as of September 30, 2025, and allocated $3.6 million for share repurchases during Q3 2025.
- Yoram Salinger was appointed as the new CEO, effective November 13, 2025, succeeding Gideon Ben-Zvi.
- For Q4 2025, Valens expects revenues between $18.2 million and $18.9 million, and full-year 2025 revenues between $69.4 million and $70.1 million, an approximate 20% increase compared to 2024.
Nov 12, 2025, 11:31 AM
Valens Semiconductor Ltd. to Hold Annual General Meeting on December 16, 2025
VLN
CEO Change
Board Change
Executive Compensation
- Valens Semiconductor Ltd. will hold its Annual General Meeting of Shareholders on December 16, 2025, at 4:00 p.m. Israel time, with a record date of November 10, 2025.
- Shareholders will vote on the re-election of three Class I directors, including Yoram Salinger, who was appointed to the Board in November 2025 and is also the incoming Chief Executive Officer.
- The agenda includes approving the employment terms for Yoram Salinger as the new Chief Executive Officer, which comprise a monthly base salary of NIS 120,000 and 4,000,000 options.
- Shareholders will also consider approving additional termination terms for Gideon Ben Zvi, the outgoing Chief Executive Officer, including a four-month adjustment period and a pro-rated 2025 CEO bonus.
- As of November 10, 2025, the company's overall equity dilution from equity compensation to employees and management was approximately 14.70%.
Nov 10, 2025, 9:03 PM
Valens Semiconductor announces launch of first VA7000-based endoscopes by OEMs
VLN
Product Launch
New Projects/Investments
- Valens Semiconductor announced that three OEMs will launch the first endoscopes powered by its VA7000 chipset, signaling strong momentum for Valens' entry into the medical imaging market.
- The new products include an innovative laparoscope, a 3D imaging solution for robotic surgeries, and the first single-use colonoscope with 4K video resolution.
- The VA7000 chipset is the first on the market with built-in electrosurgical noise cancellation and provides multi-gig connectivity over ultra-thin cables, enhancing reliability and maneuverability for endoscopic procedures.
- Valens will display its endoscope offering at the Medica trade show in Dusseldorf, Germany, from November 17 to 20, 2025.
Nov 10, 2025, 1:39 PM
Quarterly earnings call transcripts for Valens Semiconductor.
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